iShares Global REIT ETF
REET
168 hedge funds and large institutions have $682M invested in iShares Global REIT ETF in 2020 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 64 increasing their positions, 45 reducing their positions, and 35 closing their positions.
42% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 45
12% more capital invested
Capital invested by funds: $608M → $682M (+$74.2M)
11% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 35
9.82% more ownership
Funds ownership: 30.92% → 40.74% (+9.8%)
1% less funds holding
Funds holding: 169 → 168 (-1)
18% less funds holding in top 10
Funds holding in top 10: 11 → 9 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
M&T Bank
Buffalo,
New York
|
+$117M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$113M |
| 3 |
CFA
Capstone Financial Advisors
Downers Grove,
Illinois
|
+$24.3M |
| 4 |
FFA
First Foundation Advisors
Irvine,
California
|
+$22.3M |
| 5 |
GB
Gunma Bank
Gunma,
Japan
|
+$16.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$19.5M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$6.11M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.07M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
-$4.06M |
| 5 |
Asset Management One
Tokyo,
Japan
|
-$3.76M |
REET Hedge Fund Activity: Q1 2020 in Review
168 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Global REIT ETF (REET) for Q1 2020, worth a combined $682M — up 12% from $608M a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new REET positions and 35 closed out — a net gain of 4 holders — while 64 added to existing stakes and 45 trimmed.
The largest buyer was M&T Bank, opening a new position worth an estimated $117M. The largest seller was FormulaFolio Investments, cutting an estimated $19.5M.
- 168 institutional investors held iShares Global REIT ETF (REET) as of Q1 2020, down from 169 in Q4 2019.
- Funds reported $682M of iShares Global REIT ETF stock for Q1 2020, up 12% quarter-over-quarter.
- 39 funds opened new iShares Global REIT ETF positions in Q1 2020 and 35 closed out, a net change of +4 holders.
- The largest iShares Global REIT ETF buyer in Q1 2020 was M&T Bank, an estimated $117M added.
- The largest iShares Global REIT ETF seller in Q1 2020 was FormulaFolio Investments, an estimated $19.5M sold.
Based on aggregated 13F filings for Q1 2020.